How to Set Up the Chart of Accounts

1) In the navigation bar on the left, click on Setup > Accounts (COA)

2) To add a new account, click on the plus button in the upper right corner

3) Click the box next to the account code, then click “With Selected” to view the formatting and post options

You can change the formatting to be IN ALL CAPS or to Capitalize The First Letter. You can also set accounts to be postable or non-postable.

4) Click on “Account Type” to filter by...well, account type!

5) To run a report of selected accounts, click the box next to your desired accounts, then click “Print”.

You can select all the accounts by clicking the box next to Code.

Choose your report file type – PDF or CSV, then click “Run Report”

Once the report is ready, you can click on “Open” to save or print the report.

Questions? Need more help?

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